Experienced Financial Planning Assistant - Implementation (Office Based: AS Fortuna Mandaue City)

As our Implementation Specialist, you are responsible for preparing high-quality and compliant advice documents. You will work directly with the Financial Advisers, with whom you can easily communicate.

Job responsibilities:
• Prepare documents (e.g., Advice Summary, Authority to Proceed, Application Forms) and other relevant paperwork to implement financial advice
• Manage document signatures electronically or physically, ensuring timely completion and submission to providers or super funds.
• Handle client account setups, investment trading, and contributions within specified timeframes.
• Monitor application submissions, track progress, and address delays or provider issues proactively.
• Ensure correct review dates, cash flow strategies, and insurance setups are implemented.
• Maintain accurate super, investments, and insurance mapping in CRM and related systems.
• Provide clients with proactive updates on implementation stages and progress.
• Maintain constant communication with advisers on implementation via weekly reports and email updates.
• Monitor and manage admin and adviser email accounts.
• Document workflows, processes, and step-by-step instructions maintaining up to date process guidelines
• Maintain attention to detail and ensure compliance with processes and timelines.
• Use initiative to address process inefficiencies and enhance implementation speeds.
• Maintain comprehensive documentation and ensure task prioritization to meet deadlines.
• Ensure client file integrity and continuous improvement of service delivery processes.

Specification Knowledge and Experience:
• Completed at least Bachelor's Degree in Finance/Accounting/Business Administration or equivalent
• Minimum of 1 year of experience in financial planning or related roles, with specific experience in the Australian financial services industry preferred.
• Experience in handling customer service, administration services, or a related field is preferred

Office Location: AS Fortuna Banilad Mandaue City

Benefits and Perks:
• Day Shift only (7 AM - 4 PM), Weekends Off
• Competitive Salary (6 months increase and yearly appraisal)
• 13th Month Pay
• 2 weeks paid Christmas Vacation
• 10 days of paid annual leave
• 10 days of paid Ph & Au Public holidays
• Quarterly and Year-end Performance Bonus
• Health Insurance Coverage after 6 months
• Complete Office Equipment set-up
• Opportunity for career growth
• Active working environment
• Employee engagement: Development Training / Team building / Board Meetings / Fun Fridays
• Option to live and work onsite at the company office
• Direct communication with Australian team